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Portfolio (Quarterly) Guide ↗

Asset Dedication, LLC

· CIK 0001475896
13F Portfolio $1.6B AUM 1,243 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1242 New
Page 15 of 63  ·  1,242 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 MRVL MARVELL TECHNOLOGY INC Technology 1,015.0 $302K 0.02% NEW — $297.89 -11.6%
282 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 5,895.0 $301K 0.02% NEW — $51.05 +42.4%
283 PRK PARK NATL CORP Financial Services 1,636.0 $299K 0.02% NEW — $182.99 -1.7%
284 SCHC SCHWAB STRATEGIC TR — 6,153.0 $296K 0.02% NEW — $48.12 +3.6%
285 PXH INVESCO EXCH TRADED FD TR II — 10,602.0 $296K 0.02% NEW — $27.88 +4.4%
286 IYG ISHARES TR — 3,213.0 $291K 0.02% NEW — $90.47 +0.6%
287 HIG HARTFORD INSURANCE GROUP INC Financial Services 2,174.0 $288K 0.02% NEW — $132.54 -5.0%
288 XMLV INVESCO EXCH TRADED FD TR II — 4,275.0 $284K 0.02% NEW — $66.33 -4.0%
289 BSJT INVESCO EXCH TRD SLF IDX FD — 13,398.0 $283K 0.02% NEW — $21.13 -2.2%
290 SHOP SHOPIFY INC Technology 2,470.0 $282K 0.02% NEW — $114.18 +29.8%
291 ANET ARISTA NETWORKS INC Technology 1,647.0 $280K 0.02% NEW — $169.88 +19.4%
292 WFC WELLS FARGO & CO Financial Services 3,376.0 $279K 0.02% NEW — $82.63 -2.6%
293 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,807.0 $277K 0.02% NEW — $57.62 +9.1%
294 MOAT VANECK ETF TRUST — 2,625.0 $273K 0.02% NEW — $103.96 +2.3%
295 MTUM ISHARES TR — 777.0 $266K 0.02% NEW — $342.83 -7.6%
296 NEE NEXTERA ENERGY INC Utilities 2,944.0 $258K 0.02% NEW — $87.77 -13.5%
297 — FTAI AVIATION LTD — 953.0 $258K 0.02% NEW — $270.53 —
298 IBIL ISHARES TR — 10,016.0 $257K 0.02% NEW — $25.65 -7.1%
299 CARR CARRIER GLOBAL CORPORATION Industrials 3,477.0 $255K 0.02% NEW — $73.36 -24.5%
300 VXF VANGUARD INDEX FDS — 1,032.0 $254K 0.02% NEW — $246.21 -5.6%
Page 15 of 63  ·  1,242 positions

① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Financial Services 20.5%
Industrials 11.0%
Healthcare 7.9%
Consumer Cyclical 7.6%
Consumer Defensive 7.0%
Communication Services 6.1%
Energy 3.3%
Basic Materials 1.6%
Utilities 0.6%